AI Driven Investment Portfolio Video Presentation Workflow

AI-Enhanced Investment Portfolio Video Presentations

1. Initial Data Collection

1.1 Gather Client Information

• Collect relevant financial data, investment goals, and risk tolerance from clients.
• Tools: CRM systems (e.g., Salesforce, HubSpot).

1.2 Market Research

• Analyze current market trends and investment opportunities.
• Tools: AI-driven research platforms (e.g., AlphaSense, Bloomberg Terminal).

2. Content Creation

2.1 Data Analysis

• Utilize AI algorithms to analyze client data and market research.
• Tools: AI analytics software (e.g., IBM Watson, Tableau).

2.2 Script Development

• Generate a script for the video presentation based on the analysis.
• Tools: Natural Language Processing (NLP) tools (e.g., OpenAI’s GPT-3).

3. Video Production

3.1 AI Video Creation

• Create the video presentation using AI video tools that convert scripts into engaging videos.
• Tools: AI video creation platforms (e.g., Synthesia, Pictory).

3.2 Voiceover and Visuals

• Implement AI-generated voiceovers and relevant visuals to enhance viewer engagement.
• Tools: AI voice synthesis (e.g., Descript, WellSaid Labs).

4. Review and Optimization

4.1 Internal Review

• Conduct an internal review of the video for accuracy and quality.
• Incorporate feedback from financial advisors and stakeholders.

4.2 A/B Testing

• Test different versions of the video to determine which resonates best with clients.
• Tools: Video analytics platforms (e.g., Wistia, Vidyard).

5. Client Presentation

5.1 Schedule Client Meeting

• Arrange a meeting with the client to present the video.
• Tools: Scheduling software (e.g., Calendly, Microsoft Bookings).

5.2 Present Video

• Share the AI-generated video presentation during the meeting.
• Engage in a discussion regarding the investment strategy and recommendations.

6. Follow-Up

6.1 Gather Feedback

• Request feedback from clients regarding the presentation and content.

6.2 Continuous Improvement

• Utilize client feedback to refine future presentations and enhance the workflow.